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Elizabeth G Schneider

Investment adviser representative at Whealthy Empowerment Network
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$107.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Whealthy Empowerment NetworkDec 2024 to now
  2. Infinity Wealth Company, LLCMar 2022 to now
  3. Mariner Platform SolutionsMar 2022 to Mar 2025
  4. Adviceperiod. LLCJun 2018 to Mar 2022
  5. Cliftonlarsonallen Wealth Advisors, LLCJan 2012 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (IL, WI).

Whealthy Empowerment Network

Legal name: Whealthy Empowerment Network, LLC

$107.8MAssets managed
158Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2619156
Firm CRD
334271
Advisor's SEC record (opens in a new tab)
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